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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $8.18B invested in iShares Preferred and Income Securities ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 465 increasing their positions, 260 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
16.79%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
83
Increased
465
Reduced
260
Closed
60
Calls
$4.25M
Puts
$36.5M
Net Calls
-$32.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
626
BerganKDV Wealth Management
Minnesota
$508K +$23.6K +600 +5%
AIC
627
Archer Investment Corporation
Indiana
$507K
HCIA
628
Hochman Cole Investment Advisors
Illinois
$506K -$39.9K -1,014 -7%
RG
629
Retirement Group
California
$506K +$41.5K +1,055 +9%
DBT
630
Dubuque Bank & Trust
Iowa
$503K -$19.7K -500 -4%
LWA
631
Lenox Wealth Advisors
New York
$503K
CCMW
632
Cypress Capital Management (Wyoming)
Wyoming
$503K
SG
633
Somerset Group
Minnesota
$498K
VHAM
634
Van Hulzen Asset Management
California
$498K +$17.5K +446 +4%
UR
635
USCA RIA
Texas
$492K -$25K -635 -5%
HCP
636
Hexagon Capital Partners
Arkansas
$491K +$228K +5,784 +86%
RG
637
Rathbones Group
United Kingdom
$489K -$248K -6,300 -34%
SCM
638
Schnieders Capital Management
California
$488K -$2.44K -62 -0.5%
EW
639
Evoke Wealth
California
$488K +$146K +3,700 +43%
BFG
640
Beacon Financial Group
Texas
$487K -$2.28M -58,359 -82%
PCWA
641
Pacific Capital Wealth Advisors
California
$473K +$708 +18 +0.1%
GIA
642
Granite Investment Advisors
New Hampshire
$472K
SC
643
Scotia Capital
Ontario, Canada
$469K +$124K +3,153 +36%
GLA
644
Good Life Advisors
Pennsylvania
$468K -$112K -2,850 -19%
WTC
645
WhitTier Trust Company
Nevada
$465K +$4.96K +126 +1%
IWP
646
Icon Wealth Partners
Texas
$463K +$66.9K +1,700 +17%
AWA
647
AmeriServ Wealth Advisors
Pennsylvania
$461K -$85.1K -2,162 -16%
ADBIC
648
A.D. Beadell Investment Counsel
Wisconsin
$459K -$45.2K -1,150 -9%
UMC
649
United Maritime Capital
New York
$452K +$59K +1,500 +15%
FFA
650
Founders Financial Alliance
North Carolina
$451K -$9.72K -247 -2%